Practice

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll

By Jill O'Donnell and Graham McWaters |October 23, 2013

4 min read

5 tips for clients with new businesses

Your small-business owning clients are putting all of their energy into planning and establishing their companies.

By Staff |October 23, 2013

2 min read

The whole picture: Understanding the needs of aging clients

As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for their retirement years. But retirement is about more than just finances. Understanding the needs of your aging clients both financial and non-financial is essential. A complete picture of your clients' situation will allow you to serve them to the best of your abilities.

By Jill O'Donnell and Graham McWaters |October 23, 2013

4 min read

Tweaking withdrawals for lifelong income

A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.

October 23, 2013

10 min read